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MARIACA WEALTH MANAGEMENT, LLC
CRD 164001 · SEC 801-107298
1200 CORPORATE CENTER WAY, SUITE 204, WELLINGTON, FL, 33414, United States
Phone
561-650-8061
Fax
561-828-2335
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.1M
Discretionary AUM
$251.1M
Team
6 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 236 | $80.2M |
| High net worth individuals | 49 | $145.5M |
| Charitable organizations | 3 | $25.4M |
States served
CO, GA, IL, MA, NE, NJ, NY, TX, NH, FL
All web addresses on file
- HTTPS://WWW.PASSPORTTORETIREMENT.COM
- HTTPS://WWW.UNDERSTANDMYSOCIALSECURITY.COM
- http://www.readyforretirement.com
- HTTPS://TWITTER.COM/MARIACAWEALTH
- https://www.smartandsimplewealth.com
- http://www.fiduciaryessentials.com
- HTTPS://WWW.LINKEDIN.COM/IN/SERGIOMARIACA
- HTTPS://WWW.FACEBOOK.COM/MARIACAWEALTH
- HTTP://WWW.MARIACAWEALTH.COM
Official SEC filing: View on IAPD